Store complete Contact information, including E- mail, Notes, History, and more. Contact and Customer Management Organize all of your contact data in one place for quick and easy access. Populate more than 60 pre- defined fields including Name, Company, Phone, Address, Web Site, s, Last Meeting Date, and Status/ID. Find anyone or any Contact detail instantly with lookups. Add virtually unlimited Secondary Contacts related to primary Contacts such as administrative assistants. Add Documents to contact records to keep track of proposals, quotes, and more. Consolidate and eliminate duplicate records for the cleanest data.

Company/Account Management Manage your customer interactions at the company level for a complete customer view. Create new Company and Division records to get a more complete picture of the entire relationship. Link Contacts to Companies so when core Company information changes, the changes push to each Contact for easier updating. Company records contain a roll- up of all Notes, History, and Opportunities associated with Contacts at that Company. If a Contact is linked to a Company record, the company name will display as a hyperlink for quick access to Company details.

Contact and Company Notes and History Enter virtually unlimited date- and time-stamped Notes and History to track every relationship detail. Filter by user, date, type, and more. Separate tabs for Notes and History items for more accurate tracking. Share Notes and History between contacts – update one and all corresponding will update automatically. Full-sized, expandable editing window. Use Rich Text Formatting to change colors, fonts, and text size. Mark notes private so only you have access to confidential data. View the entire contents of a Contact, Group, or Company Note while simultaneously scrolling for another Note so you can view multiple notes at once. Highlight the note from a list of notes on one side to quickly view the full contents of that note on the other side of the split-panel.

Groups and Subgroups Organize related contacts in Groups and Subgroups based on key actionable criteria. Save any Lookup as a Group definition to create Groups instantly. View shared Contacts, Notes, History, Activities, Opportunities, and Documents in Group roll-up tabs. Create new Groups and Subgroups quickly and easily. Easily see relationships using the Group Tree View for quick, easy navigation. Further organize Groups into Subgroups, accommodating up to 15 hierarchies and up to 14 levels of Subgroups. Create and maintain Static or Dynamic Groups. Static Groups allow Contacts to be added manually. Dynamic Groups allow Contacts to be added automatically based on Group definition.

Schedule calls, meetings, and to-dos quickly and easily. Calendar Management Stay on top of your schedule and prioritize tasks you are productive. Quickly print displayed calendar. Customizable work week views show the days you specify. Mini-month calendar expands to up to one year. A quick view today’s tasks. Incomplete tasks roll over to the next day. View the Task List for a complete, filterable, list of all to-dos in one place Share calendars between users. Mouse over a scheduled activity for more detail. If you use Outlook, utilize Outlook calendar sync so you always have a pulse on important meetings and to-dos whether they were scheduled in Outlook or ACT!.

Integrate ACT! and Microsoft® Outlook® Seamlessly integrate with Outlook , saving you time while allowing you to track vital information on the ACT! Contact Record. 1 During setup, users must select if they want to access Outlook through the ACT! Client or direct integration with Outlook. Requires Microsoft Outlook 2000, 2002, or ACT! must be added as an address book to use this feature. Create a history in ACT! from within an Outlook e- mail. Choose from three default history types including subject line, subject line and message, and attachment. Whether you click on a hyperlink or choose to write an message from within ACT!, ACT! opens the Outlook new e- mail message form when you want to send an . When working in Outlook, attach Outlook e- mail to an ACT! Contact Record for a complete view of all customer communi- cations. Easily create an ACT! contact from an Outlook e- mail. The Contact Name and Address are automatically filled in.

ACT! Client Utilize ACT! as your client or integrate it with Outlook Express® or Lotus Notes®. 2 Requires Lotus Notes 6.5. Requires Outlook Express 5.5 or 6.0. Attach inbound s to Contacts, Groups, or Companies, create new Contacts from an sender, and create activities from an message. Create a History on the ACT! Contact Record when sending e- mails, and select from three History types to ensure you’re tracking your most crucial communi- cations.

Prospecting and Marketing Communications Manage and grow business relationships through top notch prospecting and marketing communications. Facilitate your daily contact communications using letter templates such as Initial Communication to Presentation Follow-up, and more. Select a contact or group of contacts and perform a mail merge to a letter or . Quickly identify your last communication with a contact by viewing the Last Reach, Last Attempt, Last Meeting, and Letter fields. Write letters using Microsoft Word or the built-in Word Processor which supports tables, graphics, HTML, and spell checking. Link all correspondence to associated contacts for a complete record of everything sent and received.

Opportunity Tracking Forecast and track Sales Opportunities for an improved bottom line. See all Opportunities in one place by using the convenient, customizable Opportunity List view. 3 Requires Microsoft Excel 2000, 2002, or Export your opportunity list to Microsoft Excel® 3 for easy data analysis. Choose from the ACT! Sales Cycle process and stages, or create your own. Access, update, and filter your Opportunities. Track Opportunities through the sales cycle with the Interactive Pipeline Graph. Click on any stage in the graph, and the Opportunity list quickly reflects those Opportunities. A probability percentage is linked to each sales stage, or can be overwritten.

Opportunity Tracking Track opportunity products, discounts, and sales stages unique to your business. Associate with multiple Groups or Companies. Easily add discounts to products. Schedule follow-up activities directly from an Opportunity. Create a product list for use by the entire team. Capture cost, item number, and price for consistency, and easily import your product list to avoid data entry.

Tailor ACT! to Suit Your Business Customizing ACT! allows you to track information important to your unique business. Add picture and memo fields so you can capture information that is required by your business. Most fields can be designated as multi-select so you can better track information such as ID/Status or Referred By for more accurate tracking and reporting. Create your own activity, history, priority, or other field types so ACT! is customized to your business.

Reporting Capabilities Access and report on information quickly and easily. 4 Requires Microsoft Excel 2000, 2002 or Utilize the report designer to create custom reports and output most reports to Excel 4, HTML, PDF or . One-click Excel 4 export allows you to export Contact, Group, Company, or Opportunity Lists to an Excel spreadsheet for sharing with non- ACT! users or for further analysis using built-in, customizable pivot tables. Customize the reports that ship with ACT!, including 40 standard reports such as Group Membership, and 20 are pre- formatted Sales Reports such as Opportunities by Status. Perform a Lookup on any field, and easily determine when you are in a lookup using the Lookup Indicator.

Password Settings Regulate password usage settings to ensure your data is secure. Utilize password rules such as password expiration options, complexity of a password, and password re-use to help protect valuable contact information from intruders.

Database Synchronization Centralize customer information securely for increased team efficiencies. Database synchronization is based on a query for the utmost accuracy.

Use the product Feature Tours for a walk thru of ACT! functionality to get you acquainted with the solution. Import data from your personal information manager including popular formats such as.cvs, Outlook, and Palm® Desktop eliminating the work involved in re-entering data. Easy Install Get up and running quickly with a Start Here Guide, Installation Wizard, and Feature Tours. ACT! is easy to install with the step-by-step Installation Wizard and Getting Started Wizard to help you configure common preferences and settings.

Link your ACT! Calendar, Contact, and To-Do information, Notes, and History items to Palm OS or Pocket PC devices so you have critical customer data with you all the time – whether in the office or on-the- go! Mobile Access Access information on the go with Palm OS ® or Pocket PC handheld devices.